Search Bar

When you choose the search action ( ), a search bar appears:

To conduct a search:

•Click the down arrow against  to determine the search mode to use:
 

o  Filter is the default mode and will only list the tasks that match your search criteria, plus any summary tasks for matching child tasks. The matching tasks are highlighted grey for easy identification.

You can print and view details of the listed tasks but cannot edit them. This is because only part of the plan is shown and editing these individually can harm the integrity of the overall plan. The Bulk Edit and Find & Replace actions are available, however, so you can make changes across selected tasks.

o  Go To Row shows all tasks in the plan but highlights those that match the search criteria. Full editing is available for each one.

•Enter one or more Filter values. Tasks and assignments containing any of these values will be matched by the search so the more values you enter, the more records will match.

•Choose the Types to be included in the search:

 

All available types are selected by default but you can uncheck those you do not want to narrow the search.

•Indicate the columns that are to be searched. By default, those actively shown on the Gantt chart are selected but you can deselect some and select others, including custom fields.

Click  or press Return to start the search and the results are shown:

You can switch between search modes to change the display and for Go To Row can click   and   to go to the next or previous matched row.

After searching, you can process a bulk edit or find/replace action on the results. On completion, click   to clear the filters so they are not retained and click   again to hide the search bar.